See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,122 | $85,766+24.9% | $136,294-21.4% | $70,131+52.7% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 10.50% | 31.45%-21.0pp | 5155.94%-5145.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $4,038 | $2,966+36.1% | $4,695-14.0% | $2,342+72.4% |
| Participant deferral / active EE | $11,225 | $5,051+122.2% | $6,247+79.7% | $3,332+236.9% |
| Admin fee / account holder | $5,942 | $5,420+9.6% | $9,243-35.7% | $4,645+27.9% |